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UnitedHealth

3,555 hedge funds and large institutions have $417B invested in UnitedHealth in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 1,385 increasing their positions, 1,641 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,555
Holders Change
-77
Holders Change %
-2.12%
% of All Funds
48.29%
Holding in Top 10
223
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+12.63%
% of All Funds
3.03%
New
208
Increased
1,385
Reduced
1,641
Closed
215
Calls
$5.97B
Puts
$5.11B
Net Calls
+$859M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Shares
Change %
WFMPM
2451
Woodley Farra Manion Portfolio Management
Indiana
$629K -$55.8M -106,598 -99%
PPW
2452
Parcion Private Wealth
Washington
$628K +$19.4K +37 +3%
CW
2453
Code Waechter
Florida
$623K -$33.5K -64 -5%
ECA
2454
Elevated Capital Advisors
Utah
$621K +$18.3K +35 +3%
WAG
2455
Winthrop Advisory Group
Massachusetts
$621K -$60.2K -115 -9%
WA
2456
Whipplewood Advisors
Colorado
$621K -$63.1K -114 -9%
AB
2457
Atlas Brown
Kentucky
$620K -$35.1K -67 -5%
CA
2458
Centerpoint Advisors
Massachusetts
$620K -$107K -204 -15%
FCCM
2459
First City Capital Management
Georgia
$620K +$27.2K +52 +5%
LWM
2460
LongView Wealth Management
Georgia
$618K -$2.09K -4 -0.3%
CA
2461
Carson Advisory
Georgia
$617K
PA
2462
Persium Advisors
Georgia
$617K +$101K +192 +19%
ACM
2463
Armbruster Capital Management
New York
$615K -$1.57K -3 -0.3%
LCM
2464
Laurion Capital Management
New York
$615K +$615K +1,175 New
FAG
2465
Fortitude Advisory Group
Washington
$615K -$271K -463 -31%
TGAM
2466
TBH Global Asset Management
Tennessee
$615K +$9.43K +18 +2%
FFA
2467
Fi3 Financial Advisors
Indiana
$614K +$180K +344 +41%
ACM
2468
Arcataur Capital Management
Wisconsin
$614K -$41.9K -80 -6%
TIA
2469
Traphagen Investment Advisors
New Jersey
$612K -$2.1K -4 -0.3%
WKSWA
2470
White Knight Strategic Wealth Advisors
New Jersey
$612K -$884K -1,688 -59%
3F
2471
360 Financial
Minnesota
$611K +$41.4K +79 +7%
CFMC
2472
Curbstone Financial Management Corp
New Hampshire
$610K
LWM
2473
Lyell Wealth Management
California
$608K -$1.16M -2,216 -66%
WPW
2474
Waldron Private Wealth
Pennsylvania
$607K -$5.7M -10,886 -90%
FCAS
2475
First Command Advisory Services
Texas
$606K +$29.3K +56 +5%